PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Rockwell Building Systems, LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Rockwell Building Systems, LLC

EIN 26-1151004-construction-Latest filing 2025
Plans
4
Retirement
2
$10.4M assets
Health & Benefits
2
$1.3M premiums
Participants
459
10747 EASTWOOD EXECUTIVE CIR - RIVERVIEW, FL 33569813-425-2734systemsbuild.comLinkedIn1-10 employeesconstruction
Plans on this EIN
4 filings
#001401(k)-$9.2M - 150 part#002Cash balance-$1.2M - 109 part#501Fully insured-$1.3M - 85 lives#002Self-funded-0 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $10.4M assets / 259 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN & TRUST (#001)$9.2M
  • CASH BALANCE PLAN (#002)$1.2M
Total $10.4MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$9.2M
  • (Not disclosed)$1.2M
Total $10.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN & TRUST (#001)150
  • CASH BALANCE PLAN (#002)109
Total 259Select a row to open it

Benefits portfolio analytics

2 plans / $1.3M premiums / 85 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Prescription drug$1.2M
  • Dental$51K
  • Short-term disability$20K
  • Life$17K
  • Other$17K
  • +1 more
Total $1.3M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$9.2M
Participants150
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN

Cash balance

Assets$1.2M
Participants109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ROCKWELL BUILDING SYSTEMS, LLC WELFARE BENEFIT PLAN

Fully insured - BLUE CROSS & BLUE SHIELD OF FLORIDA

Premiums$1.3M
Covered lives85
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#002

ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$9.2M1502025
#002ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLANCash balance$1.2M1092025
  • ROCKWELL BUILDING SYSTEMS, LLC 401(K) PROFIT SHARING PLAN & TRUST$9.2M
    #001 · 401(k) · 2025150
  • ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN$1.2M
    #002 · Cash balance · 2025109

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ROCKWELL BUILDING SYSTEMS, LLC WELFARE BENEFIT PLANFully insuredBLUE CROSS & BLUE SHIELD OF FLORIDA$1.3M852025
#002ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLANSelf-funded-$002025
  • ROCKWELL BUILDING SYSTEMS, LLC WELFARE BENEFIT PLAN$1.3M
    #501 · Fully insured · BLUE CROSS & BLUE SHIELD OF FLORIDA · 202585
  • ROCKWELL BUILDING SYSTEMS, LLC CASH BALANCE PLAN$0
    #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica